Customers can set up "Counterparties" and payment templates in Okeo business account. To do this, please follow these steps:
- log in to MyOkeo application
- go to "Payments" and select "Counterparty"
- click "+" on the left-hand side panel
- fill in the required information of a "Counterparty". You can mark a "Counterparty" as a trusted company or make it private
- save changes
Once you have your "Counterparty" created, you can also create a payment template to each of the "Counterparties" from your list.
To do this, please follow these steps:
- select a "Counterparty" you want to create a payment template for
- choose "Add template"
- input the required data, such as "Template name", Beneficiary's account number, amount and description
- save changes